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1,991 hedge funds and large institutions have $246B invested in Microsoft in 2014 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 817 increasing their positions, 902 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $3.88B | Put options by funds: $2.84B

23% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 71

4% more capital invested

Capital invested by funds: $237B → $246B (+$9.01B)

0% more funds holding

Funds holding: 1,9881,991 (+3)

9% less repeat investments, than reductions

Existing positions increased: 817 | Existing positions reduced: 902

8% less funds holding in top 10

Funds holding in top 10: 649599 (-50)

Holders
1,991
Holders Change
+3
Holders Change %
+0.15%
% of All Funds
57.2%
Holding in Top 10
599
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-7.7%
% of All Funds
17.21%
New
87
Increased
817
Reduced
902
Closed
71
Calls
$3.88B
Puts
$2.84B
Net Calls
+$1.05B
Net Calls Change
-$634M
Name Holding Trade Value Shares
Change
Change in
Stake
IAS
1451
IMA Advisory Services
Colorado
$1.64M -$36K -890 -2%
WIL
1452
Winifred I. Li
$1.64M -$8.82K -218 -0.6%
EHWM
1453
Eads & Heald Wealth Management
Georgia
$1.64M -$79.2K -1,956 -5%
MBT
1454
Monroe Bank & Trust
Michigan
$1.64M +$35K +865 +2%
LWM
1455
LBA Wealth Management
Florida
$1.64M -$19K -470 -1%
RB
1456
Rodgers Brothers
Pennsylvania
$1.63M -$114K -2,820 -7%
SH
1457
Scepter Holdings
Texas
$1.63M +$364K +9,000 +30%
KAH
1458
Kathryn A. Hall
$1.62M +$1.57M +38,829 New
BT
1459
Beacon Trust
New Jersey
$1.62M -$61.2K -1,512 -4%
PVH
1460
Psagot Value Holdings
Israel
$1.6M +$3.24K +80 +0.2%
ANB
1461
Amarillo National Bank
Texas
$1.59M +$4.53K +112 +0.3%
WWM
1462
Willingdon Wealth Management
North Carolina
$1.59M -$55.6K -1,374 -3%
CC
1463
Cadinha & Co
Hawaii
$1.59M -$17.4K -431 -1%
FAAM
1464
First Allied Asset Management
California
$1.59M +$69.8K +1,724 +5%
PWM
1465
Perigon Wealth Management
California
$1.59M +$1.03M +25,484 +193%
WA
1466
WBH Advisory
Maryland
$1.58M -$5.83K -144 -0.4%
PP
1467
Paloma Partners
Connecticut
$1.58M -$182K -4,500 -11%
SIC
1468
SFE Investment Counsel
California
$1.58M -$50.2K -1,240 -3%
DM
1469
Diker Management
New York
$1.57M
BHA
1470
Beech Hill Advisors
New York
$1.57M +$135K +3,325 +10%
CAM
1471
Congress Asset Management
Massachusetts
$1.57M -$12.5K -308 -0.8%
CCM
1472
CWH Capital Management
Washington
$1.57M -$23.9K -590 -2%
CBN
1473
Cadence Bank NA
Texas
$1.57M +$109K +2,694 +8%
PIA
1474
Peachtree Investment Advisors
Georgia
$1.57M -$24.3K -600 -2%
NSIM
1475
North Star Investment Management
Illinois
$1.55M -$10.3K -254 -0.7%

MSFT Hedge Fund Activity: Q2 2014 in Review

1,991 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q2 2014, worth a combined $246B — up 3.8% from $237B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new MSFT positions and 71 closed out — a net gain of 16 holders — while 817 added to existing stakes and 902 trimmed.

The largest buyer was Norges Bank, adding an estimated $2.54B. The largest seller was Macquarie Group, cutting an estimated $768M.

  • 1,991 institutional investors held Microsoft (MSFT) as of Q2 2014, up from 1,988 in Q1 2014.
  • Funds reported $246B of Microsoft stock for Q2 2014, up 3.8% quarter-over-quarter.
  • 87 funds opened new Microsoft positions in Q2 2014 and 71 closed out, a net change of +16 holders.
  • The largest Microsoft buyer in Q2 2014 was Norges Bank, an estimated $2.54B added.
  • The largest Microsoft seller in Q2 2014 was Macquarie Group, an estimated $768M sold.

Based on aggregated 13F filings for Q2 2014.